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Personal List Views & Infolets in multiple BUs

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edited Jun 19, 2020 12:26PM in Sales 1 comment

Summary

Personal List Views & Infolets in multiple BUs

Content

Hi all,

Our Personal Lists (List Views) on the landing pages of Leads and Opportunities and the Infolets on the Sales Infolets page, are differentiated by role. In other words, Sales Representatives and Sales Managers have their own List Views and Infolets.

How can I do the same with multiple Business Units, same roles, in the same instance if the Lists and Infolets are different??

For example:
User "A" and user "B" have the same standard Sales Representative role but are from different Business Units.
If the List Views and Infolets of the Sales Representatives differ between the Business Units, how can I make each BU see its own? Do I have to create a custom role, copy of the Sales Representative role, as "flag" for the users by Business Unit?

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